St Josephs Foundation Of San Joaquin
- Assets
- $10.6m
- Revenue
- $5.0m
- Investments
- $0.0
- Employees
- 0
- Location
- Stockton, CA
- Founding
- 03/1946
- Data as of
- 06/2021
- EIN
- 51-0432777
Organization Overview
St Josephs Foundation Of San Joaquin is located in Stockton, CA. The organization was established in 1946. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. St Josephs Foundation Of San Joaquin is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, St Josephs Foundation Of San Joaquin generated $5.0m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 15.3% each year . All expenses for the organization totaled $3.5m during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
ST. JOSEPH'S FOUNDATION OF SAN JOAQUIN IS DEDICATED TO RAISING FUNDS FOR DIGNITY HEALTH AND PORT CITY DBA ST. JOSEPH'S MEDICAL CENTER OF STOCKTON AND ST. JOSEPH'S BEHAVIORIAL HEALTH CENTER.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE FOUNDATION IS AN IRC SEC 509(A)(3) SUPPORTING ORGANIZATION TO DIGNITY HEALTH AND PORT CITY OPERATING COMPANY LLC, DBA ST. JOSEPH'S MEDICAL CENTER, AND ST. JOSEPH'S BEHAVIORAL HEALTH CENTER, (SUPPORTED ORGANIZATIONS). AS A SUPPORTING ORGANIZATION, THE FOUNDATION OPERATES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE SUPPORTED ORGANIZATIONS WHICH INCLUDE MAKING PAYMENTS DIRECTLY TO THE BENEFICIARY ORGANIZATIONS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Andrea N Ochoa CFO | OfficerTrustee | 1 | $0 |
Donald Wiley President | OfficerTrustee | 4 | $0 |
Lori Daugherty Chair | OfficerTrustee | 1 | $0 |
Suzanne Ledbetter Vice Chair | OfficerTrustee | 1 | $0 |
Jamie Spaulding Secretary | OfficerTrustee | 1 | $0 |
Julie Eckardt Vice President, Foundation | Officer | 50 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $808,877 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $4,050,419 |
| Noncash contributions included in lines 1a–1f | $100,815 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $4,859,296 |
| Total Program Service Revenue | $0 |
| Investment income | $103,069 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $4,962,365 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $2,692,310 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $1,850 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $753,346 |
| Advertising and promotion | $4,640 |
| Office expenses | $56,124 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $482 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $5,735 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $791 |
| Total functional expenses | $3,530,862 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $409,375 |
| Pledges and grants receivable | $5,331,952 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $3,906 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $4,452,874 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $451,039 |
| Total assets | $10,649,146 |
| Accounts payable and accrued expenses | $752,851 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $180,055 |
| Total liabilities | $932,906 |
| Net assets without donor restrictions | $3,650,583 |
| Net assets with donor restrictions | $6,065,657 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $10,649,146 |
Grants Awarded
Over the last fiscal year, St Josephs Foundation Of San Joaquin has awarded $4,258,247 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Rancho Cordova, CA PURPOSE: HOSPITAL SUPPORT | $2,533,979 |
San Francisco, CA PURPOSE: Hospital Support | $1,724,268 |
Grants Recieved
Over the last fiscal year, we have identified 4 grants that St Josephs Foundation Of San Joaquin has recieved totaling $13,387,708.
| Awarding Organization | Amount |
|---|---|
Kaiser Foundation Hospitals Oakland, CA PURPOSE: Health Care Services | $13,347,059 |
Rosi Cerri Foundation Inc Stockton, CA PURPOSE: SUPPORT TO CARRY ON CHARITABLE ACTIVITIES | $25,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: RELIGION RELATED | $9,998 |
Stockton Rotary Emdowment Stockton, CA | | $5,651 |
Endowment Analysis
| Beg. Balance | $206,084 |
| Earnings | $47,510 |
| Net Contributions | $29,326 |
| Other Expense | -$28,416 |
| Ending Balance | $311,336 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Mimi And Peter Haas Fund San Francisco, CA | $0 | $22,825,724 |
William K Bowes Jr Foundation San Francisco, CA | $0 | $15,233,813 |
Collins Foundation Portland, OR | $249,591,840 | $5,256,313 |
Walter And Elise Haas Fund San Francisco, CA | $290,773,419 | $45,613,238 |
Lisa And Douglas Goldman Fund San Francisco, CA | $314,443,125 | $25,968,602 |
Wood-Claeyssens Foundation Santa Barbara, CA | $112,450,224 | $19,490,467 |
The Saban Family Foundation Los Angeles, CA | $4,126,107 | $4,076,196 |
Freeport-Mcmoran Copper & Gold Foundation Phoenix, AZ | $2,326,146 | $18,600,000 |
California Winegrowers Foundation Napa, CA | $3,681,527 | $16,676,626 |
Multi-Union Security Trust Fund Glendale, CA | $14,944,884 | $16,888,135 |
Helen And Wil Webster Foundation Arcadia, CA | $240,695,845 | $9,736,121 |
Dart-L Foundation Los Angeles, CA | $255,386,011 | $40,281,490 |